Gould Asset Management LLC

Gould Asset Management LLC is a registered investment adviser founded in 1999 and controlled by Donald P. Gould. The firm primarily offers investment management services through individually managed accounts for individuals and institutions. Gould's investment philosophy focuses on seeking good risk-adjusted returns while maintaining a long-term perspective. The firm offers a range of investment strategies, including Treasury Bills, Quality Fixed Income, Capital Preservation, Diversified Income, TargetReturn, BenchmarkPlus, Equity Index Plus, Equity Dividend Growth, RE LLCs, PE Funds, Private Markets, Master Limited Partnerships, and Global Growth & Resources. Gould may also provide opportunities for clients to invest directly in real estate and private equity through specialized investments. The firm charges asset-based fees, sub-advisory fees, hourly fees, and additional fees, with fee rates varying by investment strategy. Gould acts as a fiduciary when providing investment advice for retirement accounts, ensuring that client interests are prioritized. The firm exercises investment discretion for client assets, holding them in third-party custodial accounts. Gould has not had any legal or disciplinary events and provides ongoing disclosure of material changes to clients. The firm's personnel hold professional designations such as CFA and CFP. For more information, clients can contact Gould at (909) 445-1291 or [email protected].